Portfolio Management

We are building a new Portfolio Management module in SPARK! Portfolio Management is organized into three core capabilities that work together to support ongoing borrower relationships in servicing.

1. Servicing Workspace & Tasks: Manage recurring requirements, collect documents, and track activity across borrowers, guarantors, and loans all in one place.

2. Annual Reviews: Analyze financial performance, assess risk, and document decisions using a structured, repeatable review process built on existing origination data.

3. Servicing Actions: Initiate, track, and document servicing requests in compliance with SBA and internal credit policies.

Contact your Customer Success Manager if you're interested in learning more.